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GREY PRIVATE CAPITAL

GREY CAPITAL MANAGEMENT LLC

CRD 326464

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14011 BESPOKE RD, UNIT 2219, CHARLOTTE, NC, 28277, United States

Phone

716-397-8886

Fax

Registration

— (—)

Source

State registered

Total AUM

$8.8M

Discretionary AUM

$8.8M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals8$2.5M
High net worth individuals4$6.3M

All web addresses on file

Official SEC filing: View on IAPD